Salesforce for Healthcare
Automate healthcare data collection and scale operations with 123FormBuilder’s two-way integration with Salesforce. Securely handle sensible information, patient data, consent forms, and administrative records.
Healthcare Service Providers That Count On 123FormBuilder
Transform Healthcare Data Management with Salesforce & 123FormBuilder
Clear Data Collection & Management
Create custom healthcare forms to capture patient intake details, medical histories, and insurance information. Submitted data is instantly transferred to Salesforce, reducing errors and eliminating manual input.
Two-Way Salesforce Integration
Automatically sync data between 123FormBuilder and Salesforce, ensuring records stay updated in real time. Prefill forms with existing Salesforce data, reducing redundancies and improving accuracy.
Compliance & Security for Sensitive Data
123FormBuilder complies with HIPAA, GDPR, and other regulations, using enterprise-grade security measures like SSL encryption measures like SSL encryption, data encryption, and access controls to protect patient information.
Workflow Automation for Scaling Operations
Use conditional logic and automated workflows to guide patients and staff through relevant processes. Reduce administrative workload and increase efficiency across all healthcare departments.
Insurance & Billing Management
Create insurance verification forms and payment workflows integrated with your Salesforce billing system, including automation for claims documentation, payment plans, and financial assistance applications.
Enterprise-Level Customization & Support
Tailor forms and workflows to match specific healthcare processes. Our dedicated support team ensures smooth implementation, offering solutions designed for large-scale healthcare providers and organizations.
Secure Your Process Automation with Forms!
Schedule a DemoWhy customers choose us
We were able to provide a cost-effective HIPAA-compliant solution for forms for our clients. Everyone I work with at 123 has been wonderful and always responsive, which is important when it involves forms which can directly impact clients’ leads and revenue sources.
Top Healthcare Form Templates for Salesforce
Medical Release Form
Get authorization from patients or their legal guardians to share the patient’s information with third parties.
Online Bill Payment
Share this online bill payment option with your patients to improve their medical care through top-notch services.
Medical History Form
Use this medical history form template at your clinic to acquire patient medical information more quickly.
Medical Records Release Form
Using 123FormBuilder, you can easily integrate this medical records release form template into your website.
Bring Patient Data Into Salesforce
Automated Patient Intake
Create custom patient Salesforce forms for every case. Fast-track admissions online and reduce manual errors by automating data collection.
Patient Feedback Management
Gauge patient opinions to understand them better and make informed decisions based on their needs and wants, providing superior care.
Secure Healthcare Data
Our GDPR and HIPAA-compliant medical forms ensure you can safely obtain consent for releasing medical records or sharing patient data.